6 Useful Insurance Clerk Interview Tips


When you saw the job you wanted you made sure to get your resume organized and up to snuff and to write a great cover letter. The next important part of the process is to do well at the face-to-face interview. This step is the employer’s first real impression of you. Hiring managers will use the time to ask questions that help demonstrate your skill, your personality and your knowledge.

Interviewers may ask you about your past experience in the field or in other fields, or how your education translates and is applicable to the open position. They may ask for examples of when you had to juggle a lot of projects at once or your methods for dealing with a difficult customer or situation. You can prepare for most interviews with the same basic methods, but it’s important to set yourself up for success with these insurance clerk interview tips.

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Insurance Clerk Interview Tips

Dress for Success: One of the most crucial insurance clerk interview tips is to look the part for your interview. Insurance clerks usually work within companies that require business or business-casual work attire. Be sure to dress professionally for the interview. This not only gives your potential employer a great first impression of you, it also shows you understand how people within the insurance industry are expected to dress. Make sure you look well put-together with everything from your clothes to your hair, coat and shoes.

Practice Phone-Answering Scripts: If you are working as an insurance clerk, you may have to answer and make dozens of phone calls every day to customers, other insurance companies or law enforcement agencies. The hiring company will likely have scripts employees use on the phone to make sure conversations meet standards and garner the right information. During the interview you may be asked to read through a few scripts to demonstrate your phone skills and your ability to think and react quickly to new information.

Take Notes Throughout the Interview: There are many reasons it is a good idea to take notes throughout an interview. This not only helps you to reflect on the position after the interview, it also helps you ask great questions when the interviewer asks if you have any. You can also use the opportunity to show off your ability to take notes and communicate back what you have learned. This is a particularly useful skill for an insurance clerk to exhibit, as you will be regularly handling customer questions, complaints and concerns. Being able to identify their problem and accurately document it will help you address the issue and avoid costly mistakes.

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Come to the Interview Organized: Another of the most important insurance clerk interview tips is to come to the meeting as organized as possible. It helps show the interviewer that you possess the necessary organizational skills to do the job. Beyond your paperwork you should have other examples of your organizational skills in mind when the interviewer asks you. Organization is especially important when working in an insurance company’s office, as a misplaced folder, unsigned document or incorrect filing can lead to costly errors with big ramifications.

Research the Company: It’s vital that you know the company you are interviewing with prior to sitting down face to face. There are several different types of insurance companies out there, and it’s best to be as knowledgeable as possible about the work your potential employers do. Check them out online to see what services and policies they provide and the history of the company. You can even find their social media pages, if they have any, to get a better idea of how they work within the community and what customers are saying.

Don’t Forget to Ask Your Own Questions: Since you applied for the job, you obviously know a bit about what would be expected of you. You should ask questions, however, to find out more about the daily tasks involved in the job or what it is like to work for that particular employer. As an insurance clerk candidate, it’s good to show initiative in gathering information. You should ask what type of software or database they use to track customer conversations, paperwork or other vital information. You should also prepare questions about what duties you would be responsible for and who you would answer to within the company.